DOSSIER · 13F-HR · Q1 2026

Premier Private Wealth Management LLC

$95M in tracked AUM across 53 positions as of Q1 2026.

PP
CIK 0002056550 · last filed Mar 31, 2026
Total AUM
$95M
as of Q1 2026
Holdings
53
positions
Whale Score
48
48
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Premier Private Wealth Management LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SCHD
SCHWAB STRATEGIC TR
$8M276K8.9%
02
SDY
SPDR SERIES TRUST
$8M52K8.0%
03
RDVY
FIRST TR EXCHANGE TRADED FD
$7M96K6.9%
04
QQQM
INVESCO EXCH TRADED FD TR II
$6M24K6.1%
05
IEFA
ISHARES TR
$5M59K5.7%
06
DGRW
WISDOMTREE TR
$5M54K5.0%
07
SPSM
SPDR SERIES TRUST
$5M96K4.9%
08
IMCG
ISHARES TR
$5M57K4.8%
09
TOTL
SSGA ACTIVE ETF TR
$4M96K4.0%
10
DDWM
WISDOMTREE TR
$4M79K3.7%

Filing history

2026Q1Mar 31
$95M 1.7%
53 positionsView →
2025Q4Dec 31
$96M
50 positionsView →